Update Demo
Share Form for Update Demo Form URL
1. Navigate to the Patient Submission 2. Go to Update Demo 3. From the Admin Icon select the Share Form 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number For Email - Enter the Email Address 5. Click the Send Invite Button at ...
Mark an Update Demo Completed
1. Navigate to the Patient Submission 2. Go to Update Demo 3. From the Action Colum select the Mark Complete Button in the dropdown. 4. Click the Complete button at the bottom of the dialogue box. Record will be Marked Completed immediately
View an Update Demo Submission
1. Navigate to the Patient Submission 2. Go to Update Demo 3. Select View Demo - User can view the submission details
Delete an Update Demo Record
1. Navigate to the Patient Submission 2. Go to Update Demo 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Delete button at the bottom of the dialogue box. Record will be Deleted immediately This cannot be undone!
Archive an Update Demo Record
1. Navigate to the Patient Submission 2. Go to Update Demo 3. From the Action Colum select the Archive Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box. Record will be Archived immediately
Resend Update Demo Notification
1. Navigate to the Patient Submission 2. Go to Update Demo 3. From the Action Colum select the Send Button in the dropdown. - Enter the Email Address 4. Click the Send button at the bottom of the dialogue box. Notification will be emailed ...
Generate Update Demo PDF
1. Navigate to the Patient Submission 2. Go to Update Demo 3. From the Action Colum select the PDF Button in the dropdown. - PDF will be generated and available to download
Submitting an Update Demo Form
1. Navigate to the Patient Submission 2. Go to Update Demo 3. Select the Setting icon and from the action dropdown select Live. Note: This will take you to the Update Demo form Patients can also access this form from your website Users can send an ...